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Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $10,794 | $93,589-88.5% | $135,942-92.1% | $75,181-85.6% |
| Participation rate | 79.4% | 75.2%+4.2pp | 81.9%-2.5pp | 67.2%+12.2pp |
| Annual return | 16.49% | 30.90%-14.4pp | 68.28%-51.8pp | 160.69%-144.2pp |
| Employer contribution / active EE | $556 | $3,537-84.3% | $4,858-88.6% | $2,671-79.2% |
| Participant deferral / active EE | $2,778 | $6,405-56.6% | $7,759-64.2% | $4,126-32.7% |
| Admin fee / account holder | $392 | $6,977-94.4% | $10,764-96.4% | $5,650-93.1% |